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679 hedge funds and large institutions have $24.2B invested in IQVIA in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 72

30% more capital invested

Capital invested by funds: $18.6B → $24.2B (+$5.61B)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

3% more funds holding

Funds holding: 660679 (+19)

0.02% more ownership

Funds ownership: 89.44%89.46% (+0.02%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

44% less call options, than puts

Call options by funds: $47.4M | Put options by funds: $85M

Holders
679
Holders Change
+19
Holders Change %
+2.88%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.53%
New
95
Increased
251
Reduced
252
Closed
72
Calls
$47.4M
Puts
$85M
Net Calls
-$37.5M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
276
Marks Group Wealth Management
Minnesota
$4.19M -$2.15M -15,836 -35%
MLICM
277
Metropolitan Life Insurance Company (MetLife)
New York
$4.18M -$117K -860 -3%
VCM
278
Vision Capital Management
Oregon
$4.17M -$97.4K -719 -2%
VLKIM
279
Van Lanschot Kempen Investment Management
Netherlands
$4.08M +$329K +2,428 +9%
GC
280
Guggenheim Capital
Illinois
$4.03M -$3.01M -22,230 -44%
BPM
281
Blue Pool Management
Hong Kong
$4M +$1.33M +9,805 +53%
Point72 Asset Management
282
Point72 Asset Management
Connecticut
$4M +$3.82M +28,162 New
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$3.91M +$112K +824 +3%
GH
284
GAM Holding
Switzerland
$3.9M +$567K +4,185 +18%
UF
285
Univest Financial
Pennsylvania
$3.82M +$605K +4,466 +20%
SAMH
286
Shanda Asset Management Holdings
British Virgin Islands
$3.8M
RSS
287
Rosenblum Silverman Sutton
California
$3.69M -$107K -788 -3%
MCM
288
McKinley Capital Management
Alaska
$3.68M
MSA
289
Mason Street Advisors
Wisconsin
$3.6M -$53.3K -393 -2%
Squarepoint
290
Squarepoint
New York
$3.57M -$5.44M -40,154 -62%
BFM
291
Boothbay Fund Management
New York
$3.55M +$1.1M +8,089 +48%
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$3.51M +$221K +1,630 +7%
NAM
293
Nissay Asset Management
Japan
$3.45M +$271K +1,999 +9%
EAM
294
Erste Asset Management
Austria
$3.43M -$16.3M -120,000 -83%
MOACM
295
Mutual of America Capital Management
New York
$3.42M -$60.8K -449 -2%
DILIC
296
Dai-ichi Life Insurance Company
Japan
$3.42M -$26.8K -198 -0.8%
FHB
297
First Hawaiian Bank
Hawaii
$3.42M +$1.36M +10,042 +71%
JMPWA
298
JP Morgan Private Wealth Advisors
California
$3.4M +$796K +5,875 +32%
FAF
299
Första AP-fonden
Sweden
$3.31M +$379K +2,800 +14%
RPI
300
Railway Pension Investments
United Kingdom
$3.18M

IQV Hedge Fund Activity: Q2 2020 in Review

679 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2020, worth a combined $24.2B — up 30% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new IQV positions and 72 closed out — a net gain of 23 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $226M. The largest seller was Jackson Square Partners, cutting an estimated $159M.

  • 679 institutional investors held IQVIA (IQV) as of Q2 2020, up from 660 in Q1 2020.
  • Funds reported $24.2B of IQVIA stock for Q2 2020, up 30% quarter-over-quarter.
  • 95 funds opened new IQVIA positions in Q2 2020 and 72 closed out, a net change of +23 holders.
  • The largest IQVIA buyer in Q2 2020 was Winslow Capital Management, an estimated $226M added.
  • The largest IQVIA seller in Q2 2020 was Jackson Square Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2020.